Ok, We are a brand new club and do not even have our brokerage account open. We are thinking of opening our account at E*Trade because a couple of the members have had good experiences with them and we believe they will survive. E*Trade has ...
We had a spam storm which blocked our servers for a while. Some of you were receiving server errors, which was the result of this situation. The situation is back to normal. We are working on a long term fix to our spam problems. As ...
Ah, but I've encountered many clubs where the contributions are made in cash, not by check. Go figure. Ira Smilovitz In a message dated 01/31/08 10:10:03 A.M. Eastern Standard Time, nagler@bivio.biz writes: The funds cannot be "lost". A check is a promise to pay, not ...
Rob, I don't see where anything you posted disagrees with me. My only rationale for opening the bank account was to get the physical custody of the funds out of the hands of the treasurer and into an institution that could better protect the funds ...
If you have a bank nearby that will open a free checking account for the club, I would do that. This way you can deposit the money and not have to worry about it being misplaced, stolen, etc. Once you have enough to fund your ...
We've just set up our club and are using OptionsXpress along with Bivio. My question pertains to dues. OptionsXpress doesn't allow deposit from any account other than one in the same name (meaning, we can only deposit from a bank account that is in the ...
They're not. MA doesn't allow deductions. Ira Smilovitz In a message dated 01/27/08 11:30:19 P.M. Central Standard Time, pbleic@bivio.com writes: Unfortunately, the tax software doesn't cover Massachusetts. I am trying to reconcile the 1065 from Bivio with Form 3 in MA. I have a first ...
Unfortunately, the tax software doesn't cover Massachusetts. I am trying to reconcile the 1065 from Bivio with Form 3 in MA. I have a first year club that buys stock and has never sold a stock. My question regards deductible expenses. These are recorded on ...
In a message dated 12/31/2007 6:40:21 P.M. Eastern Standard Time, ripwest@comcast.net writes: << Maybe we are talking about two different workshops. The one that is on the stockcentral site makes no mention of bivio. >> There is a redacted version of my workshop in the ...
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I don't believe mutual funds use time-based. I think they use snapshot. That's why you hear of people complaining that they bought the mutual fund on December 1 and suddenly have all this tax to pay when the fund makes its distribution in mid-December. In ...
I'm teaching a class this weekend in Maine. How do I explain the difference and support the recommendation for Time Based. I know you've talked about it a lot but I can't find the basic explanation. How does a member gain from Time based? Is ...